2023-12-11T08:05:26-06:00 2023-07-31 351178661 BLUE & CO LLC 12800 N MERIDIAN ST STE 400 CARMEL IN 46032 990 2022-08-01 310949882 ALPHA CHI OMEGA FOUNDATION INC ALPH 3175795050 5635 CASTLE CREEK PARKWAY N DR INDIANAPOLIS IN 462504304 JULIE GOLDSBERRY SENIOR FINANCIAL CONTROLLER 3175795050 2023-12-07 1 JULIE GOLDSBERRY 999009999 1 ANGELA N CRAWFORD CPA P00573197 3178488920 2023-12-07 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JULIE GOLDSBERRY 5635 CASTLE CREEK PARKWAY N DR INDIANAPOLIS IN 462504304 22858401 0 X WWW.ALPHACHIOMEGA.ORG X 1978 IN TO REALIZE AND SUSTAIN THE EDUCATIONAL AND PHILANTHROPIC VALUES OF ALPHA CHI OMEGA THROUGH SUCCESSFUL FUNDRAISING AND STEWARDSHIP. 10 10 0 90 0 0 5395666 4429850 26491 26491 1986491 1002881 42516 54102 7451164 5513324 3528246 3112668 0 0 909708 1056581 0 0 1048160 1127781 943904 5565735 5113153 1885429 400171 28935274 30096012 1057832 1165960 27877442 28930052 X THROUGH THE REAL.STRONG.WOMEN. EXPERIENCE, ALPHA CHI OMEGA CULTIVATES IMPACTFUL COMMUNITIES WHERE WOMEN ARE INSPIRED TO CONNECT, LEAD, GROW AND SERVE. THE ALPHA CHI OMEGA FOUNDATION STRIVES TO REALIZE AND SUSTAIN THE EDUCATIONAL AND PHILANTHROPIC VALUES OF ALPHA CHI OMEGA THROUGH SUCCESSFUL FUNDRAISING AND STEWARDSHIP. GENEROUS GIFTS FROM OUR MEMBERS AND FRIENDS ENHANCE THE REAL. STRONG. WOMEN. EXPERIENCE AND EMPOWER OUR MEMBERS TO IMPACT THEIR COMMUNITIES AND WORLD POSITIVELY. 0 0 906800 829871 26491 GRANTS TO FRATERNITY: PROVIDE GRANTS TO THE ALPHA CHI OMEGA FRATERNITY TO SUPPORT EDUCATIONAL AND PHILANTHROPIC PROGRAMS. 587432 537597 CHAPTER HOUSING GRANTS: PROVIDE GRANTS TO THE ALPHA CHI OMEGA NATIONAL HOUSING CORPORATION AND ALPHA CHI OMEGA LOCAL HOUSING CORPORATIONS IN SUPPORT OF THE EDUCATIONAL PORTION OF CHAPTER HOUSING IMPROVEMENT PROJECTS. 1342105 1246203 COMMUNITY IMPACT: ALPHA CHI OMEGA WORKS THROUGHOUT THE NATION TO BUILD AWARENESS OF DOMESTIC VIOLENCE. CHAPTERS WORK WITH LOCAL DOMESTIC VIOLENCE ORGANIZATIONS TO RAISE FUNDS AND AWARENESS. THE EDUCATION AND LEADERSHIP INITIATIVES DEPARTMENT DEVELOPS NATIONAL OPPORTUNITIES TO SUPPORT THIS CAUSE AND ASSISTS INDIVIDUAL CHAPTERS IN THEIR EFFORTS. MAJOR FUNDRAISING INITIATIVES OCCUR IN OCTOBER (DOMESTIC VIOLENCE AWARENESS MONTH) AND FEBRUARY (HEALTHY RELATIONSHIPS WEEK). 499298 456940 SCHOLARSHIPS AND EDUCATIONAL ASSISTANCE: PROVIDE SCHOLARSHIPS AND MEMBER ASSISTANCE GRANTS SUPPORTING ALPHA CHI OMEGA MEMBERS IN THEIR EDUCATIONAL PURSUITS AND OTHER AREAS OF NEED. 45956 42057 CHAPTER EDUCATION FUNDS: PROVIDE GRANTS TO ALPHA CHI OMEGA CHAPTERS FOR EXPENSES ASSOCIATED WITH EDUCATIONAL OR PHILANTHROPIC INITIATIVES 545254 498997 3381591 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 10 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 AK AR CA CO CT DC FL GA HI IL IN KS KY LA ME MD MA MI MN MS MO NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI X THE ORGANIZATION 3175795050 5635 CASTLE CREEK PARKWAY N DR INDIANAPOLIS IN 462504304 X X KORI WHITENER FELLOWS CHAIR 10.00 X X 0 0 0 ANNE TEAFORD-CANTOR TREASURER 4.00 X X 0 0 0 TONYA LEE TATUM SECRETARY 4.00 X X 0 0 0 LESLIE ABRAMSKY BLOCK NATIONAL COUNCIL TRUSTEE 4.00 X 0 0 0 DIANE POLIN BOONE TRUSTEE 4.00 X 0 0 0 JENNY WINTERSTEIN CHAMPLIN TRUSTEE 4.00 X 0 0 0 CASSIE GERHARDT NATIONAL COUNCIL TRUSTEE 4.00 X 0 0 0 ANNAMARIE GEPPERT HELLEBUSCH TRUSTEE 4.00 X 0 0 0 LYNNE HERNDON NATIONAL COUNCIL TRUSTEE 4.00 X 0 0 0 MAREE MAGLIOCCHETTI LATTANZI TRUSTEE 4.00 X 0 0 0 KATIE LAMPINEN GAFFIN CEO 10.00 X 0 0 0 JULIE GOLDSBERRY SENIOR FINANCIAL CONTROLLE 12.00 X 0 0 0 0 0 0 0 0 0 1 0 4429850 20713 4429850 LIFE LOYAL PROGRAM INCOME 900099 26491 26491 26491 1018852 1018852 17329106 17345077 -15971 -15971 -15971 REIMBURSED EXPENSES 900099 46730 46730 OTHER INCOME 900099 7372 7372 54102 5513324 26491 0 1056983 2655728 2655728 456940 456940 63287 63287 860408 156926 174817 528665 62695 13200 24206 25289 70191 11852 17456 40883 9348 8800 548 20825 20825 87666 87666 59892 8020 19936 31936 182101 164569 17532 77151 16882 21260 39009 50160 10032 15048 25080 159776 24802 36430 98544 22921 10027 12894 8153 8153 COMMUNICATIONS 230480 16921 619 212940 CAMPAIGN EXPENSE 13695 6387 7308 DUES AND SUBSCRIPTIONS 11364 261 3571 7532 MISCELLANEOUS 5299 5299 5073 5073 5113153 3381591 683402 1048160 1311153 1197618 571971 304226 2062214 1708654 11525 10981 473176 393386 122637 188571 69642 39392 38403 30250 20300042 22326474 3962825 3855236 81328 80616 28935274 30096012 405495 540114 652337 625846 1057832 1165960 X 3186714 2688200 24690728 26241852 27877442 28930052 28935274 30096012 X 400171 1218916 -566477 X X 0 1 X 1 0 X 3635809 5464955 4792066 5395666 4429850 23718346 3635809 5464955 4792066 5395666 4429850 23718346 466765 23251581 762191 710740 724681 1313249 1018852 4529713 36284 23916 17051 42516 54102 173869 28421928 121418 0.81810 0.81860 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 17665405 869604 1468117 815766 87666 19099694 18536141 1637261 -1585799 845575 76623 17665405 13745643 1269796 4254049 495367 237980 18536141 13119257 1021039 519277 714847 199083 13745643 13008361 174535 712678 559009 217308 13119257 0.04417 0.65898 0.29684 0 0 69642 39392 30250 30250 ARTWORK 50700 C BENEFICIAL INTEREST IN PERPETUAL TR 3804536 C 3855236 X 6078097 1218916 -566477 652439 5425658 87666 87666 5513324 5025487 0 5025487 87666 87666 5113153 PART V, LINE 4: THE FOUNDATION'S ENDOWMENT FUNDS ARE HELD FOR SPECIFIC PURPOSES AS DESIGNATED BY THE DONORS. THESE PURPOSES INCLUDE EDUCATIONAL PROGRAMS FOR MEMBERS, MEMBER SCHOLARSHIPS (SOMETIMES LIMITED TO SPECIFIC CHAPTERS OR GEOGRAPHIC REGIONS), CHAPTER HOUSING IMPROVEMENTS (SOMETIMES LIMITED TO SPECIFIC CHAPTER HOUSES) AND STAFF EDUCATION ASSISTANCE. THE FOUNDATION ENSURES THAT EACH ENDOWED FUND IS SPENT IN ACCORDANCE WITH ITS DONOR'S INTENT BY DEVELOPING AN ANNUAL SPENDING PLAN FOR EACH FUND WHICH IS CLOSELY REVIEWED BY STAFF AND THE BOARD OF TRUSTEES PRIOR TO RELEASING AND SPENDING THE FUNDS EACH YEAR. PART X, LINE 2: THE FOUNDATION IS ORGANIZED AS A NOT-FOR-PROFIT CORPORATION THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE UNITED STATES INTERNAL REVENUE CODE AND SIMILAR STATE LAW. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FOUNDATION AND RECOGNIZE A TAX LIABILITY IF THE FOUNDATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY VARIOUS FEDERAL AND STATE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FOUNDATION, AND HAS CONCLUDED THAT AS OF JULY 31, 2023 AND 2022, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE FOUNDATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE FOUNDATION HAS FILED ITS FEDERAL AND STATE INCOME TAX RETURNS FOR PERIODS THROUGH JULY 31, 2021. THESE INCOME TAX RETURNS ARE GENERALLY OPEN TO EXAMINATION BY THE RELEVANT TAXING AUTHORITIES FOR A PERIOD OF THREE YEARS FROM THE LATER OF THE DATE THE RETURN WAS FILED OR ITS DUE DATE (INCLUDING APPROVED EXTENSIONS). PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN CASH SURRENDER VALUE OF L -2,332. CHANGE IN VALUE OF BENEFICIAL INTER -564,145. 1 A BETTER WAY PO BOX 734 MUNCIE IN 47308 350868081 501(C)(3) 6567 0 PHILANTHROPIC GRANT A NEW LEAF 868 E UNIVERSITY DR MESA AZ 85203 860256667 501(C)(3) 15571 0 PHILANTHROPIC GRANT ALPHA CHI OMEGA FRATERNITY 5635 CASTLE CREEK PARKWAY N DRIVE INDIANAPOLIS IN 46250 350141875 501(C)(7) 829871 0 EDUCATIONAL GRANT ALPHA CHI OMEGA HOUSE CORPORATION FOR PSI CHAPTER 1115 COLLEGE AVE NORMAN OK 73072 237083348 501(C)(7) 101525 0 CHAPTER HOUSING GRANT ALPHA CHI OMEGA NATIONAL HOUSING CORPORATION 5635 CASTLE CREEK PARKWAY N DRIVE INDIANAPOLIS IN 46250 351992276 501(C)(7) 118059 0 CHAPTER HOUSING GRANT BETA XI HOUSE CORPORATION 12014 S DRAPER AVE DRAPER UT 84020 876123791 501(C)(7) 7937 0 CHAPTER HOUSING GRANT BHCARE 127 WASHINGTON AVE 3RD FL W NORTH HAVEN CT 06473 222598799 501(C)(3) 15800 0 PHILANTHROPIC GRANT CATHOLIC CHARITIES-GOOD SHEPHERD SHELTER 1531 JAMES M WOOD BLVD PO BOX 15095 LOS ANGELES CA 90015 951690973 501(C)(3) 5132 0 PHILANTHROPIC GRANT CENTER FOR COMMUNITY SOLUTIONS 4508 MISSION BAY DR SAN DIEGO CA 92109 956379598 501(C)(3) 22429 0 PHILANTHROPIC GRANT DOMESTIC ABUSE COUNCIL OF VOLUSIA COUNTY INC (BEACON CENTER) PO BOX 142 DAYTONA BEACH FL 32115 591881222 501(C)(3) 12652 0 PHILANTHROPIC GRANT DOMESTIC ABUSE FAMILY SHELTER 420 N 6TH AVE LAUREL MS 39440 640681477 501(C)(3) 14598 0 PHILANTHROPIC GRANT DOMESTIC ABUSE INTERVENTION SERVICES (DAIS) 2102 FORDEM AVE MADISON WI 53704 391268238 501(C)(3) 31941 0 PHILANTHROPIC GRANT DOMESTIC ABUSE RESISTANCE TEAM (DART) 108 W ALABAMA AVE RUSTON IA 71270 721273159 501(C)(3) 14910 0 PHILANTHROPIC GRANT DOMESTIC VIOLENC PROGRAM INC PO BOX 2652 MURFRESSBORO TN 37133 621303874 501(C)(3) 5689 0 PHILANTHROPIC GRANT DOMESTIC VIOLENCE RESOURCE CENTER OF SOUTH COUNTY (DVRCSC) 61 MAIN ST WAKEFIELD RI 02879 050377538 501(C)(3) 7774 0 PHILANTHROPIC GRANT DOMESTIC VIOLENCE SHELTER AND SERVICES INC (OPEN GATE) 2901 MARKET ST WILMINGTON NC 28401 561497076 501(C)(3) 5376 0 PHILANTHROPIC GRANT EAST TEXAS CRISIS CENTER PO BOX 7060 TYLER TX 75711 751641173 501(C)(3) 11391 0 PHILANTHROPIC GRANT EMERGE CENTER AGAINST DOMESTIC ABUSE 2545 E ADAMS ST TUCSON AZ 85716 860312162 501(C)(3) 22651 0 PHILANTHROPIC GRANT EMPOWER YOLO 175 WALNUT ST WOODLAND CA 95695 943027535 501(C)(3) 12672 0 PHILANTHROPIC GRANT FAMILY ABUSE SERVICES OF ALAMANCE COUNTY INC 1950 MARTIN ST BURLINGTON NC 27217 561198802 501(C)(3) 5725 0 PHILANTHROPIC GRANT FAMILY CRISIS SERVICES OF NORTHWEST MISSISSIPPI INC PO BOX 1698 OXFORD MS 38655 640820421 501(C)(3) 7724 0 PHILANTHROPIC GRANT GENESIS WOMEN'S SHELTER & SUPPORT 4411 LEMMON AVE STE 201 DALLAS TX 75219 871061849 501(C)(3) 102741 0 PHILANTHROPIC GRANT GREENHOUSE17 PO BOX 55190 LEXINGTON KY 40555 201965942 501(C)(3) 22739 0 PHILANTHROPIC GRANT HOUSE OF GRACE 8535 HIGHWAY 51 N SOUTHAVEN MS 38671 311640839 501(C)(3) 10892 0 PHILANTHROPIC GRANT HOUSE OF RUTH MARYLAND 2201 ARGONNE DR BALTIMORE MD 21218 521100236 501(C)(3) 7123 0 PHILANTHROPIC GRANT HOUSTON AREA WOMEN'S CENTER 1010 WAUGH DR HOUSTON TX 77019 742029166 501(C)(3) 10225 0 PHILANTHROPIC GRANT JULIAN CENTER 2011 N MERIDIAN ST INDIANAPOLIS IN 46202 351346514 501(C)(3) 14293 0 PHILANTHROPIC GRANT LAURA'S HOUSE 33 JOURNEY STE 150 ALISO VIEJO CA 92656 330621826 501(C)(3) 22433 0 PHILANTHROPIC GRANT LSS CHOICES 500 W WILSON BRIDGE RD STE 245 WORTHINGTON OH 43085 310910779 501(C)(3) 5273 0 PHILANTHROPIC GRANT MIDDLE WAY HOUSE 318 S WASHINGTON ST BLOOMINGTON IN 47401 237300355 501(C)(3) 12104 0 PHILANTHROPIC GRANT MY SISTER'S PLACE 1430 U ST NW STE 303 WASHINGTON DC 20009 521263256 501(C)(3) 13501 0 PHILANTHROPIC GRANT NORTHWEST ALPHA CHI OMEGA INC 4545 17TH AVE NE SEATTLE WA 981054203 916029472 501(C)(3) 52414 0 CHAPTER HOUSING GRANT ONE LOVE FOUNDATION PO BOX 368 BRONXVILLE NY 10708 272904497 501(C)(3) 17560 0 PHILANTHROPIC GRANT PEACEFUL PATHS INC 2100 NW 53RD AVE STE A GAINSVILLE FL 32653 591809014 501(C)(3) 6892 0 PHILANTHROPIC GRANT PHOEBE'S HOME 2505 S COLLEGE AVE BRYAN TX 77801 741533639 501(C)(3) 54709 0 PHILANTHROPIC GRANT PROJECT SAFE PO BOX 7532 ATHENS GA 30604 581908469 501(C)(3) 29028 0 PHILANTHROPIC GRANT REFUGE HOUSE INC PO BOX 20910 TALLAHASSEE FL 32316 591869324 501(C)(3) 34985 0 PHILANTHROPIC GRANT ROSE BROOKS CENTER PO BOX 320599 KANSAS CITY MO 64132 510231573 501(C)(3) 14022 0 PHILANTHROPIC GRANT SAAFE HOUSE PO BOX 1893 HUNTSVILLE TX 77340 760155364 501(C)(3) 8759 0 PHILANTHROPIC GRANT SAFE ALLIANCE 601 E 5TH ST STE 400 CHARLOTTE NC 28202 560529967 501(C)(3) 7344 0 PHILANTHROPIC GRANT SAFE HARVOR PO BOX 174 GREENVILLE SC 29602 571014137 501(C)(3) 6445 0 PHILANTHROPIC GRANT SAFE HAVEN OF TARRANT COUNTY 1010 N CENTER ST ARLINGTON TX 76011 751670281 501(C)(3) 13064 0 PHILANTHROPIC GRANT SAFE HAVEN INC PO BOX 5354 COLUMUS MS 39704 640702475 501(C)(3) 10132 0 PHILANTHROPIC GRANT SAFEHOUSE DENVER 1649 DOWNING ST DENVER CO 80218 840745911 501(C)(3) 31282 0 PHILANTHROPIC GRANT SISTERCARE 1820 MORLAINE RD CAYCE SC 29033 570722427 501(C)(3) 31137 0 PHILANTHROPIC GRANT SOJOURN 2116 ARLINGTON AVE STE 100 LOS ANGELES CA 90018 956143865 501(C)(3) 19628 0 PHILANTHROPIC GRANT STILLWATER DOMESTIC VIOLENCE SERVICES (DBA WINGS OF HOPE FAMILY CRISIS SERV 3800 N WASHINGTON STILLWATER OK 74074 731097811 501(C)(3) 7176 0 PHILANTHROPIC GRANT THE COCOON SHELTER PO BOX 1165 BOWLING GREEN OH 43402 201011222 501(C)(3) 7508 0 PHILANTHROPIC GRANT THE SAFE ALLIANCE PO BOX 19454 AUSTIN TX 78760 742320657 501(C)(3) 38797 0 PHILANTHROPIC GRANT TURNING POINT 2110 MCFARLAND BLVD E STE G TUSCALOOSA AL 35404 630780961 501(C)(3) 39952 0 PHILANTHROPIC GRANT TUSCALOOSA SAFE CENTER 1601 UNIVERSITY BLVD E STE 150 TUSCALOOSA AL 35404 822898060 501(C)(3) 17761 0 PHILANTHROPIC GRANT UTAH DOMESTIC VIOLENCE COALITION 124 S 400 E SALT LAKE CITY UT 84111 870524312 501(C)(3) 6953 0 PHILANTHROPIC GRANT WOMANKIND 32 BROADWAY 10TH FL NEW YORK NY 10004 133286250 501(C)(3) 15511 0 PHILANTHROPIC GRANT WOMEN'S ADVOCATES PO BOX 4039 SAINT PAUL MN 55104 237310701 501(C)(3) 14983 0 PHILANTHROPIC GRANT WOMEN'S AND CHILDREN'S ALLIANCE 720 W WASHINGTON ST BOISE ID 83702 820204464 501(C)(3) 17056 0 PHILANTHROPIC GRANT WOMEN'S CENTER OF TARRANT COUNTY 1723 HEMPHILL ST FORT WORTH TX 76110 751501868 501(C)(3) 81872 0 PHILANTHROPIC GRANT WOMEN'S PROTECTIVE SERVICES PO BOX 54089 LUBBOCK TX 79453 751633066 501(C)(3) 32370 0 PHILANTHROPIC GRANT WOMEN'S RESOURCE CENTER OF THE NEW RIVER VALLEY PO BOX 477 RADFORD VA 24143 541121334 501(C)(3) 46144 0 PHILANTHROPIC GRANT YMCA OF HAMILTON OHIO (DOVE HOUSE) 244 DAYTON ST HAMILTON OH 49007 310537167 501(C)(3) 10572 0 PHILANTHROPIC GRANT YWCA KNOXVILLE AND THE TENNESSEE VALLEY 420 CLINCH AVE KNOXVILLE TN 37902 620475701 501(C)(3) 19372 0 PHILANTHROPIC GRANT YWCA OF SAN DIEGO COUNTY - BECKY'S HOUSE 1012 C STREET SAN DIEGO CA 92101 951661119 501(C)(3) 18841 0 PHILANTHROPIC GRANT 57 4 EDUCATIONAL ASSISTANCE GRANTS 116 84296 MEMBER ASSISTANCE GRANTS 19 29600 SCHOLARSHIPS 209 343044 PART I, LINE 2: GRANTS ARE ADMINISTERED BY ALPHA CHI OMEGA FOUNDATION STAFF MEMBERS WITH THE ASSISTANCE OF VOLUNTEER COMMITTEES. EACH TYPE OF GRANT HAS SPECIFIC CRITERIA THAT MUST BE MET IN ORDER FOR A GRANT TO BE AWARDED. ONCE A GRANT IS ACCEPTED, A GRANT ACCEPTANCE AGREEMENT IS SIGNED BY THE GRANT RECIPIENT WHICH INCLUDES THE FOLLOWING LANGUAGE: "IF, FOR ANY REASON, YOU WILL NO LONGER USE THE GRANT FOR THE ORIGINALLY-SPECIFIED PURPOSE OR ARE UNABLE TO ACCEPT THE GRANT, THE GRANT MUST BE REPAID TO THE ALPHA CHI OMEGA FOUNDATION". OUTSTANDING GRANT AWARDS ARE MONITORED BY FOUNDATION STAFF MEMBERS ON A QUARTERLY BASIS AND DOCUMENTATION IS REQUIRED TO SUBSTANTIATE THAT THE FUNDS WERE USED AS SPECIFIED IN THE GRANT AWARD. THE ALPHA CHI OMEGA FRATERNITY PROVIDES A REPORT TO THE FOUNDATION'S BOARD OF TRUSTEES AT THE END OF EACH FISCAL YEAR DETAILING HOW THE GRANT FUNDS WERE SPENT. 0 0 0 0 0 0 0 0 0 FORM 990, PART VII, LINE 5 CERTAIN OFFICERS OF THE ORGANIZATION ARE COMPENSATED THROUGH ALPHA CHI OMEGA FRATERNITY. THE FRATERNITY IS UNRELATED TO THE FOUNDATION FOR 990 REPORTING PURPOSES. TOTAL COMPENSATION FROM THE FRATERNITY TO KATIE GAFFIN AS CEO WAS $231,922 FOR CALENDAR YEAR 2022, $34,788 OF WHICH IS FOR SERVICES RENDERED TO THE FOUNDATION. TOTAL COMPENSATION TO JULIE GOLDSBERRY AS SENIOR FINANCIAL CONTROLLER WAS $134,121 FOR CALENDAR YEAR 2021, $13,412 OF WHICH IS FOR SERVICES RENDERED TO THE FOUNDATION. FORM 990, PART VI, SECTION A, LINE 4 THE BYLAWS WERE AMENDED WITH THE FOLLOWING CHANGES: - THE IMMEDIATE PAST NATIONAL PRESIDENT WAS REMOVED AS A TRUSTEE. - THE NUMBER OF ALUMNAE TRUSTEES WAS LOWERED TO 7 FROM 8 FORM 990, PART VI, SECTION B, LINE 11B THIS FORM 990 WAS PREPARED BY A PUBLIC ACCOUNTING FIRM AND REVIEWED IN DETAIL BY THE ORGANIZATION'S FINANCE STAFF. THE FORM WAS THEN SENT TO ALL MEMBERS OF THE BOARD OF TRUSTEES FOR REVIEW. THE FORM WAS APPROVED BY THE BOARD OF TRUSTEES AT A REGULAR MONTHLY MEETING PRIOR TO BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION MONITORS AND ENFORCES COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY BY REQUIRING ALL BOARD OF TRUSTEE MEMBERS TO COMPLETE AN ANNUAL CONFLICT OF INTEREST AND DISCLOSURE STATEMENT. ANY DISCLOSED CONFLICTS ARE REVIEWED AND RESOLVED BY THE BOARD OF TRUSTEES PRESIDENT IN CONSULTATION WITH THE CHIEF DEVELOPMENT OFFICER. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF ALPHA CHI OMEGA'S CHIEF EXECUTIVE OFFICER (CEO) IS SET BY ALPHA CHI OMEGA FRATERNITY'S NATIONAL COUNCIL. THE COMPENSATION OF THE SENIOR FINANCIAL CONTROLLER (SFC) IS SET BY THE CEO AND REVIEWED BY THE NATIONAL COUNCIL FOR REASONABLENESS. THE FRATERNITY ACTS AS THE COMMON PAYMASTER FOR ALL FOUR ALPHA CHI OMEGA ENTITIES AND ALLOCATES A PORTION OF THE CEO'S AND SFC'S SALARY TO EACH ENTITY. BENCHMARK DATA RELATED TO THE CEO'S AND SFC'S COMPENSATION IS OBTAINED ANNUALLY BY THE NATIONAL COUNCIL FROM SEVERAL PUBLISHED SALARY SURVEYS. THE NATIONAL COUNCIL REVIEW THE BENCHMARK DATA AND ENSURES THAT THE DATA POINTS ARE COMPARABLE TO ALPHA CHI OMEGA'S CEO AND SFC POSITIONS. THE NATIONAL COUNCIL THEN MEETS IN EXECUTIVE SESSION (WITHOUT ANY STAFF MEMBERS PRESENT), COMPARES APPROPRIATE BENCHMARK DATA POINTS TO THE CEO AND SFC'S ACTUAL COMPENSATION, DETERMINES CHANGES TO THE CEO'S COMPENSATION IF APPROPRIATE, CONFIRMS REASONABLENESS OF THE SFC'S COMPENSATION AND DIRECTS THE FRATERNITY'S PAYROLL STAFF TO MAKE CHANGES TO THE CEO'S COMPENSATION AS APPROPRIATE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART VII, LINE 1A: THE CHIEF EXECUTIVE OFFICER IS COMPENSATED THOUGH THE ALPHA CHI OMEGA FRATERNITY, BUT ALSO SERVES AS THE CHIEF EXECUTIVE OFFICER OF ALPHA CHI OMEGA NATIONAL HOUSING CORPORATION (NHC) AND ALPHA CHI OMEGA FOUNDATION, INC. (FOUNDATION). THE NHC AND FOUNDATION REIMBURSE THE FRATERNITY FOR A PERCENTAGE OF THE CHIEF EXECUTIVE OFFICER'S SALARY AND BENEFITS. THE FOUNDATION IS UNRELATED TO THE FRATERNITY BY DEFINITION, THEREFORE, NO COMPENSATION IS REPORTED IN PART VII. HOWEVER, THE AMOUNT OF REIMBURSED SALARY IS REFLECTED ON PART IX, LINE 5, OFFICER'S COMPENSATION. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUST -564,145. INCREASE IN CASH SURRENDER VALUE OF LIFE INSURANCE POLICIES -2,332. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.